Advise On My Long Term Portfolio

I am holding below stocks. Kindly advise for long term holding.

Asian Paints
Care
Crisil
HDFC Bank
HDFC Life
Kotak Mahindra Bank
Dabur
Marico
Emami
TCS
Wipro
Kansai Nerolac
Pidilite
ITC
Gruh
India bulls housing finance
Godfrey Philips

Kindly advise. All Stocks will be for long term only. Looking to add Gillette, PGHH And Britannia

 

Spotless portfolio .... Very good selection ....quality always give protection and growth .... go ahead sir .... Gillette , PGHH and Britannia also add ..... but remember always maintain some cash position also

ALL THE BEST SIR

 

100% agreed all blue chip compounding stocks are there in portfolio. Pharma stock like JB Chem can be added for balance in portfolio. Even logistic stocks like TCI Express are good.

Agri stock like PI Industries can be added. Even Cera.

 

In my portfolio, I would prefer HDFC in place of India Bull Housing from managment point of view.In paint I am happy with just Asian paints.In IT I prefer Infosys in addition to TCS over wipro.I also keep HUL in my very long term portfolio .HDFC AMC is also part of my long term portfolio.Titan and L&T are also part of my long term portfolio

 

Cut down on the number of stocks ! I would advise Asian Paints, CRISIL, HDFC Bank or Kotak Mahindra Bank, HDFC LIfe, HDFC, TCS , Pidilite and ITC and one other FMCG company.
Investing in two paint companies, two IT companies, two banks, two rating agencies, two housing finance companies, two cigarette companies and four FMCG companies all show a lack of conviction and direction! Focus on a few companies and buy in truckloads! Then you can create wealth.

 

Have Revised my portfolios.

Sold Ibull Housing Finance, Care, Emami, Kansai Nerolac, Godfrey Philips.....

 

JB Chem has given good results and dividend also. Stock is shooting up 5.69% today. I have big lot

 

Current Portfolio Includes Asian Paint, Crisil, Colgate, Dabur, Marico, TCS, Hdfc, Hdfc Bank, Hdfc Life, United Spirits, Reliance, Kotak Mahindra Bank, ITC, Pidilite...

 

sell Indiabull housing and CARE

 

All above were good you can add BajajFinance as well before 7 month bajaj was running on 5000-6000 nowdays it is on 2800-3200 this is good indication for buy now